Cash Withdrawal Request

Topics:

RIC

Provided are the step-by-step instructions for requesting a cash withdrawal from your savings plan in planwithease.

For toll-free TPA phone assistance, call 855-464-6928.

Check your employer's plan details to determine if this option is available in your plan.

Instructions 

  1. Log into planwithease:    Need login help?
  2. Hover over Request Transactions and click on Loans and Withdrawals.
  3. In the Withdrawals dropdown box, select either Severance from Employment or Age 59 ½.
  4. Click on GET STARTED.
  5. Complete the appropriate fields for withdrawal amounts.
  6. Select Submit and then “I AGREE”.
  7. Place cursor on Documents and select Reports/Letters.
  8. Click on the arrow by Reports /Letters Group. Print the Approval Letter and send it to the provider along with the provider’s withdrawal form.
""
""
""